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Recent Blog Entry

Bohr Portfolio Review: 7 July 2026

Bohr is the Asset Allocation portfolio up for review this morning.  As readers will see in a moment, most of the asset classes are below target and that is intentional.  With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious.  It might be a long wait before the AI stocks implode.  In the meantime I will be keeping the asset classes … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Darwin 2026 Portfolio Review: 12 June 2026

US Equity markets relaxed a little earlier this past week as the SPX (S&P 500 Index) pulled back to the bottom of the current uptrend channel and bounced off the 50-period EMA line: … [Read More...]

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Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week

November 1, 2015 By Lowell Herr

This week I am making two music recommendations, and one actually includes three classical composers.  First, the non-classical recommendation.  As a very different recommendation I am suggesting readers check out Leo Kottke's "Instrumentals: Best Of … [Read more]

Govi: CD Recommendation for Last Week in October

October 25, 2015 By Lowell Herr

As we complete the last week in October, Govi's "Andalusian Nights" is an outstanding CD to welcome the month of November.  This CD is filled with wonderful guitar music. Amazon Recommendation:  "I first heard this album at a HIGH END audio store … [Read more]

Ancient Echoes: Russian Choral Music

October 18, 2015 By Lowell Herr

Several years ago a close relative gave me Ancient Echoes as a gift and I've treasured this rich music ever since.  I likely would have missed this CD had it not been a gift.  It is one I highly recommend you add to your collection, particularly if … [Read more]

Three Tenors in Concert

October 11, 2015 By Lowell Herr

Three Tenors in Concert features Jose Carreras, Placido Domingo, and Luciano Pavarotti, great tenors of our generation.  This CD is worth two Amazon reviews. "For most opera "snobs" the three tenors have committed the ultimate sin: singing … [Read more]

All You Need To Know About Investing On a 3 x 5 Card

September 16, 2015 By Lowell Herr

With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack's suggestions.  For example, if your company offers stock at a discount, take … [Read more]

The Elements of Investing: Burton G. Malkiel and Charles D. Ellis

September 3, 2015 By Lowell Herr

The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style.  There are five primary sections to this book and they are as follows. It All Starts With Saving Index … [Read more]

How “Robust” is the ITA Wealth Momentum Strategy? – Part 5

August 29, 2015 By hedgehunter

Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure … [Read more]

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the … [Read more]

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General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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